YCM
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Yousif Capital Management’s Exelon EXC Stock Holding History

Yousif Capital Management’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.5M Sell
139,450
-8,327
-6% -$385K 0.07% 254
2026
Q1 		$7.24M Sell
147,777
-1,532
-1% -$71.3K 0.09% 220
2025
Q4 		$6.71M Sell
149,309
-8,122
-5% -$371K 0.07% 247
2025
Q3 		$7.09M Sell
157,431
-7,134
-4% -$313K 0.08% 237
2025
Q2 		$7.15M Buy
164,565
+1,922
+1% +$85.6K 0.08% 238
2025
Q1 		$7.49M Buy
162,643
+16,393
+11% +$685K 0.09% 214
2024
Q4 		$5.5M Sell
146,250
-2,033
-1% -$78.9K 0.06% 288
2024
Q3 		$6.01M Sell
148,283
-987
-0.7% -$37.1K 0.07% 284
2024
Q2 		$5.17M Sell
149,270
-5,313
-3% -$196K 0.06% 317
2024
Q1 		$5.81M Sell
154,583
-19,034
-11% -$680K 0.06% 298
2023
Q4 		$6.23M Buy
173,617
+14,075
+9% +$542K 0.07% 263
2023
Q3 		$6.03M Sell
159,542
-4,612
-3% -$188K 0.08% 244
2023
Q2 		$6.69M Sell
164,154
-19,355
-11% -$800K 0.08% 230
2023
Q1 		$7.69M Sell
183,509
-10,940
-6% -$456K 0.1% 195
2022
Q4 		$8.41M Buy
194,449
+4,574
+2% +$181K 0.11% 188
2022
Q3 		$7.11M Sell
189,875
-1,096
-0.6% -$48.5K 0.1% 196
2022
Q2 		$8.65M Sell
190,971
-8,100
-4% -$381K 0.11% 174
2022
Q1 		$9.48M Sell
199,071
-72,715
-27% -$3.08M 0.1% 184
2021
Q4 		$11.2M Buy
+271,786
New +$10.2M 0.12% 151

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Yousif Capital Management's EXC Position: Q2 2026 in Review

Yousif Capital Management reduced its Exelon (EXC) stake by 5.6% in Q2 2026, selling an estimated $385K and leaving 139,450 shares worth $6.5M. The position accounts for 0.07% of the portfolio, ranked #254.

Yousif Capital Management first reported a position in EXC in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.2M in Q4 2021. 1,292 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Yousif Capital Management held 139,450 shares of Exelon worth $6.5M as of Q2 2026.
  • Yousif Capital Management sold 8,327 Exelon shares in Q2 2026, an estimated $385K.
  • Exelon made up 0.07% of Yousif Capital Management's portfolio in Q2 2026, its #254 holding.
  • Yousif Capital Management first reported a position in Exelon in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Exelon position peaked at $11.2M in Q4 2021.
  • 1,292 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.